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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,737 | $99,345-8.7% | $84,753+7.1% | $273,972-66.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.08% | 22.93%-19.9pp | 22.78%-19.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $3,744 | $4,214-11.1% | $3,574+4.8% | $4,869-23.1% |
| Participant deferral / active EE | $10,174 | $4,270+138.3% | $3,712+174.1% | $5,287+92.4% |
| Admin fee / account holder | $1,025 | $6,645-84.6% | $5,333-80.8% | $10,133-89.9% |